Filed September 19, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $142,254 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $55,989 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,621 | $53,136+25.4% | $155,509-57.2% | $199,593-66.6% |
| Participation rate | 88.9% | 64.1%+24.8pp | 78.2%+10.7pp | 72.0%+16.9pp |
| Annual return | 13.91% | 41.15%-27.2pp | 64.67%-50.8pp | 34.25%-20.3pp |
| Employer contribution / active EE | $3,392 | $1,851+83.2% | $4,672-27.4% | $3,034+11.8% |
| Participant deferral / active EE | $6,363 | $3,161+101.3% | $5,626+13.1% | $5,087+25.1% |
| Admin fee / account holder | $114 | $185-38.6% | $15,912-99.3% | $269-57.7% |